+9.1%
IBIT vs SMTC
+56.1%
-46.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +9.2% | -11.6% | -3.3% |
| 7D | +3.0% | +12.7% | -9.7% | +1.8% |
| 30D | +23.1% | +22.0% | +1.1% | +19.9% |
| 3M | +25.6% | -12.7% | +38.2% | +26.7% |
| 6M | +9.1% | +64.8% | -55.6% | -2.8% |
| All | +9.1% | +56.1% | -46.9% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling